🏦 Set up Direct Debit payments with GoCardless

Once the mandate is signed, no further action is required from the customer: payment is initiated directly from the checkout.

Creating a GoCardless account

• Go to the GoCardless website to create your business account.
• If you'd like to test, create a sandbox account here: https://manage-sandbox.gocardless.com/sign-up

Connecting your GoCardless account

1. Access to Config > General Options > Payment.
2. activate the option GoCardless payment.
3. Indicate whether you are using a sandbox account or a real account.
4. Click the button GoCardless to connect your account.

Once connected, a GoCardless button is automatically added to the sales interface.

Checkout with GoCardless

When checking out, click the GoCardless button to initiate a payment.

Two cases are possible:

• The customer has already signed their mandate: the direct debit is automatic.
• The client does not yet have a mandate: he receives an email to complete it (2 minutes).

Direct debit notifications are handled automatically by GoCardless.

In case of cancellation or refund, the software automatically cancels the charge.

Group payment of debts

You can also collect multiple customer debts at once:

1. Go to Config > Clients.
2. Select a customer receivable, then choose GoCardless payment.

Créer un compte GoCardless
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This document is made available under the terms of the licence Creative Commons Attribution 4.0 International (CC BY 4.0) .